A financial services team is seeking a Financial Services Representative in San Jose, CA. The role involves conducting financial reviews, selling investment products, and managing client portfolios. Ideal candidates will have sales experience and required licenses, including Series 6 and 63. The expected income is $75,000–$95,000 as base salary plus commission. The team values integrity and offers benefits like 401(k) matching, health insurance, and opportunities for advancement.
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Client-Focused Financial Advisor | In-Office (San Jose) in san jose at Unknown Company
This position is listed as full time and onsite.